After Hours Report

After opening firmly higher, stocks surrendered most of their early gains as another bout of weakness across semiconductor stocks offset broad strength fueled by a sharp decline in oil prices. The S&P 500 finished little changed, while the Nasdaq Composite slipped 0.2% and the DJIA gained 0.5%.

Semiconductor stocks remained under pressure throughout the session despite improved sentiment surrounding Asian technology stocks overnight. The information technology sector fell 1.0%, while the PHLX Semiconductor Index lost 2.2% as weakness across memory and AI infrastructure names continued. NVIDIA (NVDA 196.53, -10.31, -4.98%) finished as the worst-performing "Magnificent Seven" stock, reinforcing the group's outsized influence on the broader indices.

The weakness in semiconductors contrasted with strength elsewhere in technology. Apple (AAPL 336.91, +3.89, +1.17%) climbed to another all-time high, while software stocks significantly outperformed. The iShares Expanded Tech-Software Sector ETF (IGV) gained 3.3%, with many of the day's best-performing S&P 500 components coming from the software industry.

Broader market participation remained constructive despite the mixed finish for the major averages. The S&P 500 Equal Weight Index (+0.7%) outperformed its market-cap-weighted counterpart, while the Russell 2000 gained 0.7% and the S&P MidCap 400 added 0.3%. Seven of the 11 S&P 500 sectors finished higher, underscoring that today's weakness remained concentrated in a relatively small group of large-cap semiconductor stocks.

The communication services sector rose 1.5% as Alphabet (GOOG 326.57, +7.48, +2.34%) rebounded from last week's post-earnings selloff. The consumer staples (+1.6%) and financials (+1.0%) sectors also finished among the market leaders.

Tesla (TSLA 309.22, -3.81, -1.22%), however, remained under pressure following last week's earnings report, limiting gains in the consumer discretionary sector (+0.8%) despite a strong showing from its oil- and rate-sensitive components.

Energy was the weakest-performing sector, falling 2.0% as crude oil prices tumbled. Bloomberg reported that President Trump said there is a "good chance" of reaching a deal with Iran after previous reports that the U.S. has halted military strikes, helping send crude oil futures down $6.69 (-7.5%) to settle at $82.65 per barrel. Baker Hughes (BKR 60.59, +3.34, +5.83%), however, bucked the broader sector weakness following a better-than-expected earnings report.

Investors now turn their attention to one of the busiest weeks of earnings season, with several mega-cap technology companies set to report alongside key inflation data and Wednesday's FOMC policy decision. While semiconductors continue to drive much of the day-to-day movement in the major averages, today's session suggested that broader participation remains on firmer footing beneath the surface.

U.S. Treasuries began the week with a modest extension of their gains from Friday, though the market made little intraday progress past its higher start. Treasuries made it back to their opening levels as equities struggled to sustain their starting gains, holding steady after the U.S. Treasury sold $69 bln in 2-year notes to good demand. The market edged to fresh highs in the early afternoon but dipped back to starting levels with some pressure from a weak $70 bln 5-year note sale. The 2-year note yield settled down one basis point to 4.32% and the 10-year note yield settled down four basis points to 4.64%. 

• Russell 2000: +18.8% YTD
• S&P Mid Cap 400: +14.8% YTD
• DJIA: +8.6% YTD
• S&P 500: +8.3% YTD
• Nasdaq Composite: +7.3% YTD

Reviewing today's data:

• Durable goods orders rose 0.3% month-over-month in June (Briefing.com consensus 2.0%) after an upwardly revised 4.0% decrease (from -4.5%) in May. Excluding transportation, durable goods orders were up 0.6% month-over-month (Briefing.com consensus 0.9%) after increasing an upwardly revised 1.8% (from 1.3%) in May.
  
  • The key takeaway from the report is that the headline miss masked upward revisions to readings from May and concealed a 0.9% increase in new orders for nondefense capital goods excluding transportation, which is considered a proxy for business spending. On a year-over-year basis, these orders are up 9.3%.

 Overseas:

• Europe: DAX+1.3%, FTSE +0.4%, CAC +0.4%
• Asia: Nikkei +0.5%, Hang Seng +1.0%, Shanghai +1.2%

Commodities:

• Crude Oil -6.69 @ 82.65
• Nat Gas -0.10 @ 2.79
• Gold +5.10 @ 4076.40
• Silver -0.26 @ 58.70
• Copper +0.02 @ 6.38

After-Hours Spotlight:

• Agilysys (AGYS) beats by $0.09, beats on revs; provides FY27 guidance...AGYS -0.6%
• Amkor (AMKR) beats by $0.22, beats on revs; provides Q3 (Sep) and FY26 guidance...AMKR -0.1%
• Applied Digital (APLD) beats by $0.13, revenue up 406% yr/yr...APLD +5.6%
• Cadence Design (CDNS) beats by $0.06, reports revs in-line; raises FY26 guidance...CDNS +4.4%
• Celestica (CLS) beats by $0.24, beats on revs; provides Q2 (Jun) and FY26 guidance...CLS +8.0%
• F5 Networks (FFIV) beats by $0.73, beats on revs; guides Q4 EPS in-line, revs above consensus...FFIV +2.0%
• Happen (HAPN) reports Q2 results; guides Q3 EPS in-line; guides FY26 EPS above consensus...FFIV +2%
• Navitas Semiconductor (NVTS) reports EPS in line, beats on revs; provides Q3 (Sep) and FY26 guidance...NVTS -1.0%
• Noble Corporation (NE) misses by $0.14, beats on revs; provides Q4 (Dec) and FY26 guidance...NE -6.5%
• Nucor (NUE) beats by $0.38, beats on revs; guides Q3 EPS in-line...NUE +0.6%
• Opko Health (OPK) beats by $0.07, beats on revs; provides Q3 (Sep) and FY26 guidance...OPK +10.5%
• Sanmina (SANM) beats by $0.54, beats on revs; guides Q4 EPS above consensus, revs in line; raises FY26 EPS above consensus, raises revs in line...SANM +1%
• Universal Health (UHS) beats by $0.04, beats on revs; guides FY26 EPS in-line, revs in-line...UHS -1.9%

For a full rundown of today's market and after hours developments, see Live In Play

• Earnings/Guidance (Full Earnings Calendar):
  • AstraZeneca (AZN) beats by $0.14, reports revs in-line; reaffirms FY26 outlook
  • Baker Hughes (BKR) beats by $0.15, beats on revs
  • Bank of Hawaii (BOH) beats by $0.01
  • Elme Communities (ELME) updates liquidation outlook to $16.41-$16.61/share; targets final asset sales in 2H26
  • Embraer SA (EMBJ) reports Q2 backlog and deliveries
  • Ensign Group (ENSG) beats by $0.07, reports revs in-line; raises FY26 EPS above consensus, revs above consensus
  • TelevisaUnivision (TV) reports Q2 results
  • Vodafone PLC (VOD) reports Q1 trading statement; raises FY27 guidance following Safaricom consolidation
• General News
  • Iran and Oman discussing new arrangement to reopen the Strait of Hormuz. Axios
  • United Nations Ambassador Mike Waltz says President Trump ordered a pause in Iran strikes to give diplomacy "some space," but he also said more military assets are moving into the region. He also denied reports that weapon stockpiles are being depleted. CBS News
  • Houthis fired missiles and drones at Saudi Arabia in response to Saudi airstrikes. NBC News
  • The latest round of White House tariffs are likely here to stay. Reuters
  • Senate Democrats are against the "Clarity Act" because of President Trump's crypto windfall. It will need 60 votes to pass. Bloomberg
  • Major U.S. companies beginning to hire again despite predictions that artificial intelligence will wipe out jobs. WSJ
  • US to resume cattle imports from Mexico, according to WSJ
  • Heat waves are straining U.S. power grids amid data center demands for power. Bloomberg
  • China investing in green energy. FT
  • President Trump says Senate should not leave for the August recess until it passes the budget, a debt ceiling increase, and the Save America Act
  • President Trump gives Iran the "deal or else" treatment, keeps the military option warm, according to Axios
  • President Trump tells reporters there is a "good chance" of a deal with Iran, according to Bloomberg
  • Aecom Tech (ACM) selected to design Portugal's new Lisbon airport
  • Alliance Entertainment (AENT) debuts Masters of the Universe SteelBook art, says Project Hail Mary restock sold out
  • Alphabet (GOOG/GOOGL): Waymo had to pay thousands of dollars in parking fees in Austin. WSJ
  • Amazon (AMZN): FCC disclosed Friday night that Amazon (AMZN) applied for a space station license
  • Amazon (AMZN) ticking lower on report TikTok is testing a rival to Amazon Prime, according to Business Insider
  • AMC Entertainment (AMC) announced that THE ODYSSEY delivered a remarkable second weekend at the box office, helping AMC achieve its most successful IMAX (IMAX) run in AMC’s history through the first two weekends of a film's initial release
  • Ameren (AEE) Missouri plans 2.1 GW natural gas power plant
  • Apollo Global Management (APO) announces that Apollo-managed funds and affiliates have agreed to invest $1.5 bln into Keppel Ltd.’s Keppel Offshore Fund, LP
  • Apple (AAPL) lobbying White House to use Chinese memory chips, but Micron (MU) is against the plan. WSJ
  • Apple (AAPL) to introduce smart glasses next year. Bloomberg
  • Ares Management (ARES) had discussions to purchase Leonard Green & Partners, according to FT
  • Arrowhead (ARWR) completes enrollment in the global Phase 3 YOSEMITE clinical trial of zodasiran
  • AstraZeneca (AZN) reports Phase III Ultomiris trial misses primary endpoint in adult HSCT-TMA
  • AstraZeneca (AZN): Positive high-level results from the CLARITY-Gastric01 global Phase III trial showed that sonesitatug vedotin demonstrated a statistically significant and highly clinically meaningful improvement in overall survival in 2nd and later-line Claudin 18.2-positive advanced gastric cancers versus investigator’s choice of therapy
  • Astronics (ATRO) wins UK appeal in Lufthansa Technik patent case
  • Aurora Innovation (AUR) announces new customer agreement with Value Truck to begin driverless hauls with Aurora Driver
  • Avanos Medical (AVNS) acquisition by American Industrial Partners closes
  • Baker Hughes (BKR) wins major LNG equipment order for Venture Global's CP2 expansion
  • BioMarin Pharmaceutical (BMRN) and n-Lorem Foundation enter strategic collaboration and global exclusive license agreement to develop potential first-in-disease medicine for newly identified ReNU Syndrome
  • Blackbaud (BLKB) expands Student First partnership around AI-powered connected campus offering
  • Bombardier (BDRBF) announces the delivery of its 200th Challenger 3500 jet to Mr. Piero Ferrari, Vice Chairman of Ferrari, bringing together one of business aviation’s most successful super-midsize jets with one of the world’s most iconic names in mobility, design and craftsmanship
  • Bridger Aerospace Group (BAER) awarded $58 million contract with Texas A&M Forest Service to build state wildfire aviation surveillance program
  • Broadcom (AVGO): Samsung Electronics (SSNLF) and Broadcom (AVGO) expand strategic collaboration across memory and foundry technologies
  • Byline Bancorp (BY) has been selected as a Sponsor Bank partner by Lithic, a leading financial technology company that helps companies launch and scale payment card, banking and money movement products
  • CAMP4 Therapeutics (CAMP) Secures Australian Regulatory Clearance to Initiate First-in-Human Clinical Trial of CMP-002 in Patients With SYNGAP1-Related Disorder
  • Carrier Global (CARR) announces election of Neil Barua, President and CEO of PTC Inc, to its Board of Directors
  • CGI Group (GIB) selected to support Munich's digital transformation
  • CME (CME) says nearly 15,000 1-Ounce Gold futures traded in first weekend of 24/7 launch
  • Coca-Cola (KO) says Fairlife resumes most production after ransomware incident
  • Cognizant (CTSH) lands five-year technology modernization, AI partnership with The Andover Companies
  • Cognizant Tech (CTSH) and Anthropic expand partnership to embed Claude in Cognizant's industry platforms
  • Comcast (CMCSA): NBCUniversal, YouTube expand streaming partnership with Peacock bundle and global distribution deal
  • Corebridge Financial (CRBG) enhances the power series of index annuities with new accumulation and diversification capabilities
  • Cracker Barrel (CBRL) announces that, following a comprehensive succession planning and search process, David Deno has been appointed to serve as the Company's next Chief Executive Officer and will join the Board of Directors, both effective August 10, 2026
  • CSL Limited (CSLLY) announces top-line Phase 3b results evaluating ANDEMBRY (garadacimab-gxii) in children aged 2 to 11 years with hereditary angioedema
  • DeepSeek suspended fundraising round after viral posts. Bloomberg
  • D-Wave Quantum (QBTS) announces that AT&T signed an agreement to expand its use of D-Wave's quantum computing technology
  • Dynatrace (DT) announces major advancements to Dynatrace Intelligence
  • Elastic (ESTC) announces Jina AI models are available for on-premises and air-gapped environments through Jina On-Prem
  • Emerson (EMR) introduces new Ovation AI Agents for the power and water industries
  • Energy Vault (NRGV) breaks ground on powered AI infrastructure campus in Snyder, Texas to deploy crusoe spark modular data centers
  • FedEx (FDX) approved Executive Severance Plan
  • Ford Motor (F) joins competition to build new U.S. Army tactical truck, according to WSJ
  • Freenome (FRNM): FDA approves Freenome’s SimpleScreen CRC blood-based screening test; Abbott (ABT) to commercialize in the U.S.
  • Frequency Electronics (FEIM) awarded follow-on production contract for approximately $8 mln, for compact, highly precise atomic clocks
  • Genco Shipping & Trading Limited (GNK) issues statement in response to expiration of Diana Shipping’s (DSX) tender offer
  • General Dynamics (GD) awarded a US Air Force contract, with a not-to-exceed value of $400,400,000
  • GSK plc (GSK): ViiV Healthcare announces their 2-drug regimen Dovato is as effective as 3-drug regimen Biktarvy (GILD) in first-of-its-kind head-to-head study in treatment-naïve adults living with HIV
  • Hasbro (HAS) unveils new My Little Pony YouTube series for early 2027 debut
  • HDFC Bank (HDB) announces conclusion of internal review pertaining to Maharashtra State Road Development Corporation arrangement
  • Hewlett Packard Enterprise (HPE) names David Goulden to Board of Directors
  • HF Sinclair (DINO) files suit against EPA over delays in biofuel-blending decision, according to Bloomberg
  • IDEAYA Biosciences (IDYA) announces IDE892, a potential best-in-class MTA-cooperative PRMT5 inhibitor, initiates part 2 monotherapy expansion in the phase 1/2 study in MTAP-deleted pancreatic and lung cancers
  • JetBlue (JBLU) rolls out simplified flight shopping ahead of BlueFirst launch
  • KBR (KBR) wins PMC role on Power2X Rotterdam eFuels project
  • Keysight (KEYS) certifies RFPro software for Intel (INTC) 14A and 18A-P foundry processes
  • KKR (KKR), Blackstone and Brookfield join $16 bln Kuwait pipeline infrastructure JV
  • Kura Oncology (KURA) reports durable clinical activity of darlifarnib plus cabozantinib in cabozantinib-naïve clear cell renal cell carcinoma patients at KCRS 2026
  • Lattice Semi (LSCC) announced the completion of its acquisition of AMI
  • Legend Biotech (LEGN) CEO Ying Huang steps down; Alan Bash named interim CEO
  • Linde plc (LIN) signs renewable power agreements across EMEA and APAC
  • Luxfer (LXFR) to be acquired by Wynnchurch Capital in take-private deal
  • MapLight Therapeutics (MPLT) announces positive topline results from Phase 2 ZEPHYR Trial of ML-007C-MA in schizophrenia
  • Microchip (MCHP) COO, Richard J. Simoncic, resigns, effective August 17, 2026
  • Microsoft (MSFT) introduces new AI agent system to enhance cyber defense
  • Modine Manufacturing (MOD) anticipates spin off transaction will close by the end of calendar 2026
  • Monster Beverage (MNST): India orders companies to stop using "energy drink" description, according to Reuters
  • Moonshot AI will make its Kimi K3 model available for download by the public. Bloomberg
  • National Health (NHI) appointed Chris Maingot as Chief Operating Officer effective July 27, 2026
  • Neumora Therapeutics (NMRA) Reports Favorable NMRA-215 Toxicology Results with Planned Clinical Advancement in 2026
  • Northrim Bank (NRIM) announces that it had entered into a definitive merger agreement with Medford, Oregon-based PBCO Financial Corporation, parent company of People’s Bank of Commerce
  • NVIDIA (NVDA) expands Agent Toolkit with PhysicsNeMo and CUDA-X libraries
  • NVIDIA (NVDA), NAVER and Brookfield plan Korea AI factory expansion to 200 MW by 2028
  • NVIDIA (NVDA), SK Group outline $500 bln-plus AI infrastructure and memory partnership
  • Nvidia (NVDA) in discussions to provide a $250 bln backstop for OpenAI data center project in Ohio (SFTBY). WSJ
  • Oportun (OPRT) launches AI-powered Smart Bills feature for Set & Save
  • ORIX Corporation (IX) expands virtual PPA platform with third-party renewable energy
  • Precision BioSciences (DTIL) CFO Alex Kelly promoted to the newly created role of Chief Operating Officer
  • Rigetti Computing (RGTI) expands collaboration with HPE and Pittsburg Supercomputing Center to build new hybrid quantum-classical supercomputer
  • Rio Tinto (RIO) signs framework for desalination plant sale in Western Australia
  • Riskified (RSKD) says Kogan approval rates topped 98%, annual savings reached $1.5 mln
  • Robinhood (HOOD) in discussions with Crypto.com to expand prediction markets. WSJ
  • Rocket Lab (RKLB) lands record $266 mln U.S. Space Force launch contract
  • Schrodinger (SDGR) announces the launch of Bunsen, an AI co-scientist for molecular discovery
  • Silvaco (SVCO) teams with NVIDIA on semiconductor digital twins
  • SNDL Inc. (SNDL) announces the completion of the acquisition of certain assets of Surterra Holdings and certain of its affiliates, a U.S. vertically integrated cannabis operator with state-licensed operations in Florida, Texas and Massachusetts
  • Sociedad Quimica y Minera (SQM) and Wesfarmers (WFAFY) announce the joint approval of the final investment decision to expand the Mt Holland lithium project
  • SoftBank (SFTBY) targets Sony payments unit to bolster digital settlements, according to Nikkei
  • SpaceX (SPCX) announces Starship's thirteenth flight test
  • Stagwell (STGW) to acquire QStrauss Consulting
  • Stoneridge (SRI) wins largest MirrorEye bus and coach program to date
  • Strategy Inc (MSTR) announces ongoing buyback policy
  • Swarmer (SWMR) promotes Garrett Kasper to CCO; CEO roles realigned
  • Synopsys (SNPS) and Intel Foundry fast-track customer readiness from silicon to systems on Intel 14A
  • T. Rowe Price (TROW) launches private markets interval fund with Goldman Sachs (GS)
  • Textron's (TXT) Bell awarded contract for SPINE upgrades to H-1 Fleet
  • Tompkins Finl (TMP) files for common and preferred stock offering for an undisclosed amount
  • TotalEnergies (TTE) appeals June 25 climate vigilance ruling
  • Toyota Motor (TM), Volvo Group (VLVLY), and Daimler Truck (DTRUY) sign binding agreement for Toyota to join cellcentric as equal shareholder
  • TPG Inc. (TPG) in discussions to purchase Netrality Data Centers for between $2-3 bln, according to Bloomberg
  • Trip.com (TCOM) says it accepts China market regulator penalty decision
  • VERAXA Biotech (VRXA) Announces Advancement of Novel Bispecific Antibody Drug Conjugate Program VXA-222 from Joint Discovery Collaboration with OmniAb
  • Vertical Aerospace Group (EVTL) expands potential eVTOL network with Portugal partnership
  • Webull Corporation (BULL) announces the launch of Managed Bond Portfolios
  • Xometry (XMTR) announces a new partnership with MxD, the nation's Digital Manufacturing and Cybersecurity Institute, to help small and medium-sized manufacturers meet cybersecurity compliance

• Upgrades:
  • Alphabet (GOOG) upgraded to Buy from Accumulate at Phillip Securities, tgt $425
    
  • Cameco (CCJ) upgraded to Buy from Neutral at UBS
    
  • Ford (F) upgraded to Buy from Hold at Jefferies, tgt $17.50
    
  • General Motors (GM) upgraded to Buy from Hold at Jefferies, tgt $99
    
  • Mobileye (MBLY) upgraded to Overweight from Neutral at Piper Sandler, tgt $12
    
  • Outlook Therapeutics (OTLK) upgraded to Buy from Neutral at BTIG Research, tgt $4
    
  • Rivian Automotive (RIVN) upgraded to Overweight from Neutral at Piper Sandler, tgt $20
    
  • Robert Half (RHI) upgraded to Outperform from Market Perform at BMO Capital, tgt $47
    
  • Rocket Lab (RKLB) upgraded to Outperform from Neutral at KGI Securities, tgt $107
    
  • Sirius XM (SIRI) upgraded to Equal Weight from Underweight at Wells Fargo, tgt $30
• Downgrades:
  • Albertsons (ACI) downgraded to Neutral from Buy at Citigroup, tgt $11
    
  • Anheuser-Busch InBev (BUD) downgraded to Equal Weight from Overweight at Barclays
    
  • Core Scientific (CORZ) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $25
    
  • FS Bancorp (FSBW) downgraded to Neutral from Buy at Brean Capital, tgt $45
    
  • Huntington Bancshares (HBAN) downgraded to Neutral from Buy at BofA Securities, tgt $18.50
    
  • Stellantis (STLA) downgraded to Underweight from Overweight at Piper Sandler, tgt $4
    
  • Stewart Information Services (STC) downgraded to Market Perform from Outperform at Keefe Bruyette, tgt $71
  • Vale (VALE) downgraded to Neutral from Buy at Goldman, tgt $16
    
  • Warner Bros. Discovery (WBD) downgraded to Neutral from Buy at Seaport Research
• Others:
  • Aduro Clean Tech (ADUR) initiated with a Buy at Roth Capital, tgt $30
    
  • Arlo Technologies (ARLO) initiated with an Overweight at Piper Sandler, tgt $17
    
  • Bending Spoons (BSP) initiated with a Buy at Benchmark, tgt $45
    
  • Bending Spoons (BSP) initiated with a Buy at Goldman, tgt $43
    
  • Bending Spoons (BSP) initiated with an In Line at Evercore ISI, tgt $36
    
  • Bending Spoons (BSP) initiated with a Hold at Jefferies, tgt $38
    
  • Bending Spoons (BSP) initiated with a Neutral at BofA Securities, tgt $37
    
  • Bending Spoons (BSP) initiated with a Neutral at JPMorgan, tgt $35
    
  • Bending Spoons (BSP) initiated with an Outperform at Bernstein, tgt $40
    
  • Bending Spoons (BSP) initiated with an Outperform at BNP Paribas, tgt $40
    
  • Bending Spoons (BSP) initiated with an Outperform at Mizuho, tgt $45
    
  • Bending Spoons (BSP) initiated with an Overweight at Wells Fargo, tgt $45
    
  • BWX Technologies (BWXT) initiated with an Overweight at JPMorgan, tgt $230
    
  • Cadre (CDRE) initiated with an Overweight at JPMorgan, tgt $40
    
  • Cipher Mining (CIFR) initiated with a Buy at Chardan, tgt $32
    
  • Clean Harbors (CLH) initiated with a Buy at BofA Securities, tgt $360
    
  • Compass Pathways (CMPS) initiated with an Equal Weight at Wells Fargo, tgt $13
    
  • D-Wave Quantum (QBTS) initiated with a Buy at Benchmark, tgt $30
    
  • Damora Therapeutics (DMRA) initiated with a Buy at Jefferies, tgt $50
    
  • Definium Therapeutics (DFTX) initiated with an Overweight at Wells Fargo, tgt $68
    
  • Envoy Medical (COCH) initiated with a Buy at Lucid Capital, tgt $2
    
  • GH Research (GHRS) initiated with an Overweight at Wells Fargo, tgt $44
    
  • Helus Pharma (HELP) initiated with an Overweight at Wells Fargo, tgt $16
    
  • Hive Digital (HIVE) initiated with a Buy at Chardan, tgt $7.50
    
  • IQM Quantum Computers (IQMX) initiated with a Neutral at Rothschild & Co Redburn, tgt $12.88
    
  • ITG, Inc. (ITG) initiated with a Buy at BofA Securities, tgt $16
    
  • ITG, Inc. (ITG) initiated with a Buy at Citigroup, tgt $17
    
  • ITG, Inc. (ITG) initiated with a Buy at Stifel, tgt $16
    
  • ITG, Inc. (ITG) initiated with a Buy at Truist, tgt $16
    
  • ITG, Inc. (ITG) initiated with a Buy at UBS, tgt $18
    
  • ITG, Inc. (ITG) initiated with an Outperform at Robert W. Baird, tgt $19
    
  • ITG, Inc. (ITG) initiated with an Overweight at KeyBanc, tgt $17
    
  • ITG, Inc. (ITG) initiated with an Overweight at Morgan Stanley, tgt $19
    
  • IonQ (IONQ) initiated with a Buy at Benchmark, tgt $60
    
  • Madrigal Pharmaceuticals (MDGL) initiated with an Overweight at Wells Fargo, tgt $685
    
  • NANO Nuclear Energy (NNE) initiated with a Buy at Alliance Global, tgt $46
    
  • Neutron Holdings (LIME) initiated with a Buy at Goldman
    
  • Neutron Holdings (LIME) initiated with a Buy at Jefferies, tgt $40
    
  • Neutron Holdings (LIME) initiated with a Buy at Needham, tgt $36
    
  • Neutron Holdings (LIME) initiated with an Outperform at Citizens, tgt $45
    
  • Neutron Holdings (LIME) initiated with an Outperform at Evercore ISI, tgt $40
    
  • Neutron Holdings (LIME) initiated with an Outperform at William Blair
    
  • Neutron Holdings (LIME) initiated with an Overweight at JPMorgan, tgt $35
    
  • Neutron Holdings (LIME) initiated with an Overweight at KeyBanc, tgt $33
    
  • Polaryx Therapeutics (PLYX) initiated with a Buy at Lucid Capital, tgt $7
    
  • ProMIS Neurosciences (PMN) initiated with a Buy at Chardan, tgt $20
    
  • Rhythm Pharmaceuticals (RYTM) initiated with an Overweight at JPMorgan, tgt $145
    
  • Rigetti Computing (RGTI) initiated with a Buy at Benchmark, tgt $25
    
  • Somnigroup (SGI) initiated with an Overweight at Morgan Stanley, tgt $95
    
  • Sonida Senior Living (SNDA) initiated with an Outperform at Citizens, tgt $50
    
  • TeraWulf (WULF) initiated with a Buy at Chardan, tgt $32
    
  • Williams-Sonoma (WSM) initiated with an Overweight at Piper Sandler, tgt $253
  • Winnebago (WGO) initiated with a Neutral at Seaport Research Partners

• Econ Data (Tuesday):
  • 8:30 ET: June advance International Trade in Goods (prior -$105.8 bln), advance Retail Inventories (prior 0.6%), and advance Wholesale Inventories (prior 0.3%)
  • 9:00 ET: May FHFA Housing Price Index (Briefing.com consensus 0.0%; prior -0.1%) and May S&P Case-Shiller Home Price Index (Briefing.com consensus 1.3%; prior 1.1%)
  • 10:00 ET: July Consumer Confidence (Briefing.com consensus 92.1; prior 91.2)

• Earnings:
  • Monday (July 27)
    • Pre-Market: BKR BOH HOPE
    • After-Hours: AGYS AMKR APLD NTB BRX BRO CDNS CLS CINF ESI FFIV HAPN KFRC KRC NVTS NE NUE OPK PFG SANM SSD SUI UDR UHS WELL
  • Tuesday (July 28)
    • Pre-Market: ALKS AB AMT AWI ABG AXTA BA CARR CNC CNP CMS KO CBU CVLT GLW CURB DTE ECL XPRO FELE GSK HRI DINO HLT HUBB ITW INCY IVZ IQV ITRI OSK PCAR PYPL PNR PHG PJT PII RGEN SPGI SHW TXT TRU UPS XYL
    • After-Hours: ACHC AKR ACGL APAM ASH CAR AXS BE BXP CZR CAKE CHE CSGP CR ENPH EXLS EXE EXR FE F GEF THG HIW HURN KLAC LSTR MANH MIR MDLZ NBR NEO NOV NXPI OI OMC PPG QRVO RNST RBBN STX SWKS STAG TER TTAM TRMK UMBF UNM VRNS VLTO V WPC WM WERN JBLU RCL ZWS
  • Wednesday (July 29)
    • Pre-Market: AER APH AON ARCB ARCC ADP AVTR BANC BAND BLCO BIIB BLKB BG CBRE GIB CHEF CLVT CLH CTSH CSTM DMC EXP ETR EVR FVRR FLEX FTV FTRE ULCC GRMN GTX GEHC GNRC GD HBM HUM IEX IONS JCI KEX LMND LII LAD LFUS LXP MHO MAS MGPI MNRO NMRK OGE ODFL OMF OSW OPCH PSN BTU PAG PG PUMP PB RDWR SMG SLGN SITE SKHY SW SOFI SWK SCL STRA TEVA VFC VRSK VRT VMC WNC WSO WEC WIN
    • After-Hours: LHX ADPT AEM AGI ALGN ALKT AWK AM AR ARM ARXS BHE BOOT CHRW WHD CWH CP CSL CBZ CMG CHDN CRK CNMD CORT COUR CVI EIG EPR EQIX ESS ETD EG EFOR FICO FLS FMC FTNT FCPT FTAI GFL GKOS GRBK HAYW HXL HLI ICLR PI NSP INVH KGC LRCX TREE MTH META MTG MGM MSFT MAA MOD MC MYRG NFG NWE OHI ORLY PEB PFSI PPC PBI PLXS PCOR PFS PTC PSA QTWO QCOM HOOD RSI ST SIMO SONO SFM SBUX RGR TNK TDOC TENB TTEK TYL VTR VICI VKTX WAY WWD BSX FORM REG REYN SCI
  • Thursday (July 30)
    • Pre-Market: PTEN AOS ADT AGCO APD ALGM ALNY MO AMCX AEP APG MT AVY BAX BDC BMY BIP BC BLDR CWT CRS CCC CHKP CNK CNX CIGI CMCO CRH CROX CSW CFR DAR DFIN DTM EME EPD EEFT FSS AG FCN GATX GIL GVA GPI HSY HGV HNI HII H IDA ICE IDCC IP JLL KBR KKR LH LAUR DRS LTH LSPD LECO LNC LKQ MAIR MDGL MLM MA NEOG NCLH OIS OMCL PGY PATK PBF PIPR PWR RAL REGN RES SAIA SNY STNG SIRI SOLS SAH SO SPHR STGW SHOO SXC TRP FTI TEX CI TW TT TRS TNET TRN UPBD VLO VCEL VIRT WCC WTW XEL XHR XRX XPO YUMC YUM EX
    • After-Hours: ADC ALHC LNT AMZN AMH AAPL ATR AJG AX BJRI BFAM CPT CDNA CNO COHU COIN COLM CTVA CUZ CUBE DXCM DRH DLB DXC EMN EIX ES EXPO FHI FSLR FND GLPI GDDY LOPE GH HR HTGC HUN ILMN IR INGM LYV LPLA MTZ MMSI MTD MTX MHK MPWR MSA MYGN NBIX NXT NMIH OLN PTCT KWR RDDT RIVN RBLX RYAN SNDR SONY SPSC SPXC MSTR SYK TEM BWIN OLED VCYT WU WY BUD
  • Friday (July 31)
    • Pre-market: AEE ABBV ARES AN BTSG CCJ CBOE CVX CHD CL D ETN EQX XOM FRT FTS BEN GTES LEA LIN LYB MGA MOG.A NWL NVT PWP POR PRLB RBC TROW WT MRNA PAYP
    • Afternoon: None